Fine Tuning Your Asset Allocations

 This podcast is the third in a series of seven podcasts that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind.  It will be beneficial to listen to ⁠The Ultimate Buy and Hold⁠  and ⁠Sound Investing Portfolios: The History of Risk and Return⁠ (link)  podcasts before listening to this podcast. […]

The post Fine Tuning Your Asset Allocations first appeared on Paul Merriman.

The post Fine Tuning Your Asset Allocations appeared first on Paul Merriman.



This podcast is the third in a series of seven podcasts that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind.  It will be beneficial to listen to ⁠The Ultimate Buy and Hold⁠  and ⁠Sound Investing Portfolios: The History of Risk and Return⁠ (link)  podcasts before listening to this podcast. In this podcast Paul discusses why the Fine Tuning Your Asset Allocation Tables were built and how they can be used to build a portfolio that combines the appropriate equity portfolio for growth with the appropriate amount of bonds to stabilize the portfolio during severe market declines.  While the following link includes ⁠Fine Tuning Tables for  all 9⁠ portfolios his discussion focuses on tables ⁠B1⁠, ⁠B11⁠ and ⁠B14⁠. The discussion guides the listener through several very important lessons on each table:

The increase of return with additional percentages of equities
The higher short and longer term losses likely with adding more equities
The much higher  returns and slightly higher risks of portfolios adding value and small cap asset classes.

In the discussion Paul references ⁠Table H2⁠ for the returns of a $10,000 investment for all 9 portfolios. In the coming podcasts the returns of the 9 Fine Tuning Tables will be used to discover the impact of dollar cost averaging into the portfolios, as well as taking out money to live on in retirement.

⁠

Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!

Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends.

Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects.

Follow us on Facebook, Twitter and LinkedIn

Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and  2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.

Support our mission by making a tax-deductible donation to the Foundation.

Thank you!

The post Fine Tuning Your Asset Allocations first appeared on Paul Merriman.

The post Fine Tuning Your Asset Allocations appeared first on Paul Merriman.